Partnering to Build a Library Services Platform

Transcription

1 Partnering to Build a Library Services Platform LUC 2014 October 16, 2014 Cathy Sicard, Assistant Director - Technology, LOUIS Carla Clark, Product Manager, SirsiDynix Harry Kaplanian, Director of Product Management, EBSCO

2 History : Automated academic libraries on NOTIS 1997: LLN Technology Committee led efforts to find a replacement for the NOTIS LMS by investigating next generation Integrated Library Systems (ILS) through literature reviews, vendor demos, surveys, an RFP and site visits Jul 2001: $4M funded by Louisiana Board of Regents to license and implement Sirsi Unicorn ILS Jul Aug 2002: Phase 1-3 sites migrated from NOTIS to Unicorn Jul Jun 2004: Phase 4 sites implemented on Unicorn Aug SirsiDynix Unicorn rebranded as SirsiDynix Symphony Oct 2009: Executed a 5-year contract with SirsiDynix for Symphony Jun Oct 2014: 4 new sites added to Symphony Oct 2014: LOUIS locally hosts and supports the Symphony ILS for 34 Louisiana college and university member libraries Sept 2014: SirsiDynix 5-year contract expiring and next gen ILS buzz

3 Next Generation Despite Our Challenges?

4 Library Services Platform (LSP) Represents an evolution of the Integrated Library System - ILS (or Library Management System - LMS) with a new emphasis on cloud computing, the integration of search results from multiple sources, and management of non-print materials.

5 Marshall Breeding s Explanation Library Library specific software designed to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver services Services Service oriented architecture Exposes Web services and other API s Facilitates the services libraries offer to their users Platform General infrastructure for library automation Consistent with the concept of Platform as a Service Library programmers address the APIs of the platform to extend functionality, create connections with other systems, dynamically interact with data

6 Evaluate the Current Landscape Needs of member libraries and their users Shrinking library budgets and staff Plethora of next generation ILS systems and current ILS maintenance costs Strategic Partnerships SD BLUEcloud Campus and EBSCO Suite Institutional knowledge of Symphony continues to grow as LOUIS staff regularly collaborates on tasks and projects, i.e. LOUIS weekly team meetings Current hardware, database platform, and operating system infrastructure Input from SirsiDynix, LSU IT support staff, Sys Admins, COSUGI, and ICOLC

7 Possibilities Considered Start over - formulate an RFI to survey the ILS marketplace for a replacement product Sit tight renew existing contract year-to-year, resulting in higher uplift costs each year Build upon what we have now - renew long-term contract with SirsiDynix with significantly lower annual uplift costs and continue to negotiate for added value at little to no cost

8 Do we need the latest & greatest to meet our needs?

9 Outcomes LALINC membership voted unanimously to renew the SirsiDynix contract for another 5 years Determined that current hardware and infrastructure is healthy Collaborated with SD and EBSCO to produce a Product Integration Roadmap to guarantee added functionality without Enterprise Successfully negotiated significantly lower annual uplift costs with SirsiDynix Committed to continuing to negotiate for added value at little to no cost and ensuring we remain relevant to member libraries

10 Strategies Moving Forward Make certain that our Library Services Platform (LSP) is reliable, cost-effective, efficient, and fully-functional for LOUIS libraries and their users Ensure seamless discovery of both print and digital resources Assist in migration of A-to-Z and LinkSource to Full Text Finder with Publication Finder Build upon strategic partnerships with EBSCO and SD while focusing on integration Continually review hardware, database platform, and operating system infrastructure Implement additional institutions in Symphony as the need arises Assess ISAM vs Oracle and locally hosted vs SaaS as SD develops new products Work with Statistics Task Force to address challenges with gathering usage statistics

11 Our Library Services Platform (LSP) SD BLUEcloud Campus: Next-generation suite of tools using modern architecture and Web Services - BC Cataloging, BC Circulation, BC Acquisitions, BC Serials, BC Analytics, BC PAC, BookMyne and Universal Admin, etc. EBSCO Suite: EBSCO Discovery Service (EDS), EBSCOadmin, Full Text Finder EDS integration with e-library, i.e. patron functionality and reserves Auto-harvesting Symphony bibliographic, holdings and policy data for EDS in place of custom scripts ILLiad for Interlibrary Loan Custom processes with Symphony Web Services

12 CAMPUS Staff Marketplace Discovery MobileCirc Analytics List Management ERM eresource Central Enterprise Portfolio Social Library BookMyne+ *ILL Universal Admin Cataloging Circulation Acquisitions Serials Reserves Booking Global Vendor Access Global Title Lists Community Funded Services BLUEcloud MARC BLUEcloud PAC BookMyne Items below the line included with annual maintenance *BLUEcloud ILL licensing and pricing, in relation to the line, TBD

13 Why Partner with EBSCO? Size matters EBSCO is the largest intermediary between publishers and content providers. EDS includes content from over 22,000 publishers Metadata matters EBSCO does more metadata enhancement than any other discovery provider. Robust subject indexing for precision Full-Text searching for completeness Technology matters Robust and complete API Superior Relevance Ranking Superior Value Ranking

14 EDS: More than just EBSCO

15 Benefits of Partnership EBSCO = content, content, content EDS provides added content, like research starters. These are encyclopedialike, brief overviews of the subject being searched. EDS provides tools for searching for journal titles (A-Z list, Full Text Finder) and also for searching within a specific journal (Publication Finder). Create profiles with selected databases Enterprise = your content plus SD tools Built-in content management system Integration with eresource Central Powerful admin tools to customize search and display Link together EBSCO profiles and Enterprise profiles

16 Have it your way EDS as patron interface, with ILS content harvested Enterprise as patron interface, with EDS integration SirsiDynix and EBSCO are working together to provide the same features regardless of which interface the library prefers

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18 Why did EBSCO choose to work with SirsiDynix? Dedication: SirsiDynix serving libraries for over 30 years. Over 23,000 libraries in > 70 countries with a Customer 1 st focus. Technology: Cloud based (service oriented) computing - Lowering the total cost of ownership Services that fit together: EBSCO Suite: EBSCO Discovery Service (EDS) & FTF, EBSCOadmin, Knowledgebase SD BLUEcloud Campus: BC Cataloging, BC Circulation, BC Acquisitions, BC Serials, BC Analytics, BC PAC, BookMyne and Universal Admin, etc. Get the best that each company can offer

19 Areas of Integration Patron Functionality Allow EDS users to see patron and catalog item information, and allow them to act on catalog items from within EDS Enterprise display / Admin support / AtoZ / Interleaving Enterprise display: Move to have parity between Enterprise and EDS displays, i.e. Display of Smart Links; Custom Links: LinkSource Interleaving: Providing options to show search results from Enterprise and EDS interfiled, or on a split screen Admin support: Providing a link from the SD BLUEcloud Universal Admin into the various EBSCO Admin tools Integrate new EDS API functionality Research Starters, pub placard and more

20 Areas of Integration Harvesting - MARC Bib/holdings data Patron API for EBSCO ebooks Allow Enterprise users to download, place a hold and renew EBSCO ebooks Holdings API for feeding ebooks/ejournals in to ERC Allow eresource Central to fetch the customer s holdings from EBSCO s HLM system (ebooks to begin with, and ejournals later) Knowledgebase integration Allow Sirsi s systems to leverage EBSCO s extensive KnowledgeBase via the KnowledgeBase API. Analytics / Counter reports

21 KB and other Harvest Ebook / Holdings API Patron Funct y Quick wins SirsiDynix/EBSCO Product Integration Roadmap Q Q Q Q Q Q H H Enterprise display / Admin support / AtoZ / Interleaving Integrate new EDS API functionality: Research Starters/pub placard Integrate new pub finder API functionality Analytics / Counter reports Patron functionality API SSO (resolve CAS/SAML issues) Patron functionality UI/RTAC Patron API for EBSCO ebooks Holdings API for feeding ebooks in to ERC Holdings API for feeding ejournals in to ERC Harvest Symphony policy data Harvest MARC Bib/holdings data Knowledgebase integ n Integration of Symphony Reserves EBSCO SirsiDynix